Katherine B Badertscher

Current Employers

Employment History

• 08/2008 → 08/2021
  First Heartland Capital Inc
  Lake St. Louis, MO
• 09/2021 → 01/2024
  Woodbury Financial Services Inc
  Overland Park, KS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Stilwell, KS

Previous Registrations

• 2021-09-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Stilwell, KS
  Overland Park, KS
• 2008-11-06 → 2021-09-03
  First Heartland Consultants, Inc.
  Overland Park, KS

Other Businesses

1) SECURITY FINANCIAL, INC POSITION: Divorce Transitionist NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2025 ADDRESS: 2539 W 160th Ter, Stilwell KS 66085, United States DESCRIPTION: I work with clients explaining the ins-outs of the KS and MO divorce process options, helping them understand the available options and providing them resources to use for their decision-making. 2) COLLABORATIVE PRACTICE KANSAS CITY POSITION: member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2018 ADDRESS: 204 W. Linwood Blvd., Kansas City MO 64111, United States DESCRIPTION: Collaborative Practice Kansas City is a marketing arm. Each of the members owns a business through which they work. The work I may receive from CPKC is conducted in eQuipt for Financial Planning Schedule B consulting, through WFS. 3) COLLABORATIVE DIVORCE PROFESSIONALS OF GREATER KC POSITION: member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/18/2022 ADDRESS: 7500 College Blvd, Suite 500, Overland Park KS 66210, United States DESCRIPTION: CDP-GKC is an organization of collaboratively trained professionals assisting folks through divorce and a referral service for the collaborative trained professionals. The client engagement and contracting occurs through WFS/AG via eQuipt for Financial Planning with financial consultation Schedule B consulting services focused onlife transition. The work is conducted within WFS and there is no separation. The OBA portion of this comes from the referral source of professionals working collaboratively for and with clients going through divorce. 4) NOTARY PUBLIC AT SECURITY FINANCIAL, INC POSITION: Notary NATURE: Security Financial, Inc is an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2024 ADDRESS: 7381 W. 133rd St., Suite 201, Overland Park KS 66213, United States DESCRIPTION: This is a notary public service, unbranded, not marketed, and an unnamed OBA/service available to clients, or family members, if needed. No fees are being collected for notary services as it isn't a marketed service offering and it doesn't require any time commitment.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-04

Designations

Other Names

• Katherine Burke